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Large & Mid Capregulargrowth

Samco Large & Mid Cap Fund - Regular Plan - Growth Option

Samco Mutual Fund

₹8.8500

0.03 (+0.34%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.00%
1 Month-8.15%
3 Months-6.04%
6 Months-7.66%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jun 2025)-16.00%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Jun 2025)-19.60%

Fund Details

Fund HouseSamco Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹126 Cr
Expense Ratio2.39%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date30 Jun 2025
AMFI Code153533

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Samco Large & Mid Cap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

Samco Large & Mid Cap Fund - Regular Plan - Growth Option is a Large & Mid Cap mutual fund offered by Samco Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹126 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.39%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations